CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.52B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,686
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$37.5M
3
+$33.8M
4
BND icon
Vanguard Total Bond Market
BND
+$33.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$24.8M

Top Sells

1
+$147M
2
+$40.7M
3
+$35.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.2M
5
AMZN icon
Amazon
AMZN
+$31.9M

Sector Composition

1 Technology 7.06%
2 Financials 4.09%
3 Consumer Discretionary 3.76%
4 Healthcare 3.74%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$200K ﹤0.01%
15,301
-4,072
1452
$200K ﹤0.01%
18,478
1453
$196K ﹤0.01%
15,576
-4,332
1454
$195K ﹤0.01%
12,172
-122
1455
$194K ﹤0.01%
24,242
-56,790
1456
$192K ﹤0.01%
+14,533
1457
$192K ﹤0.01%
18,266
-3,558
1458
$190K ﹤0.01%
21,413
+233
1459
$187K ﹤0.01%
13,212
+12
1460
$186K ﹤0.01%
20,375
-193,620
1461
$183K ﹤0.01%
10,039
+72
1462
$177K ﹤0.01%
14,030
+157
1463
$176K ﹤0.01%
45,355
+1,644
1464
$175K ﹤0.01%
24,531
1465
$168K ﹤0.01%
2,455
+201
1466
$168K ﹤0.01%
14,443
+107
1467
$166K ﹤0.01%
10,100
-2,300
1468
$164K ﹤0.01%
13,294
-2,646
1469
$160K ﹤0.01%
13,926
+600
1470
$157K ﹤0.01%
11,789
1471
$153K ﹤0.01%
10,690
-139
1472
$152K ﹤0.01%
35,300
1473
$149K ﹤0.01%
52,947
+1,285
1474
$147K ﹤0.01%
12,004
-2,530
1475
$145K ﹤0.01%
34,402
-57,244
57 58
59
60 61